Cecil

Investor in Crypto Currency/DeFi and Stocks Owner of an Accountancy/Financial consultancy business.

[FinancialJuice @financialjuice]

🔴$GOOGL Alphabet Q2 Earnings

Revenue $119.80B, est. $117.02B
Revenue ex-TAC $103.62B, est. $101.07B
Operating Income $40.77B, est. $40.55B
Google Services Revenue $94.54B, est. $94.32B
Google Cloud Revenue $24.77B, est. $22.46B
Google Advertising Revenue $81.63B, est. $81.12B
Google Search & Other Revenue $63.27B, est. $63.28B
YouTube Ads Revenue $11.06B, est. $10.81B
CapEx $44.92B, est. $44.15B

[Mindset Machine @mindsetmachine]

Man to man:

[Epictetus | Stoic Philosopher 📖 @EpictetusSays]

“If you want to improve, be content to be thought foolish and stupid with regard to external things. Don't wish to be thought to know anything; and even if you appear to be somebody important to others, distrust yourself.”

[Displacement Trades @iamdisplacement]

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[Cecil @InvestorCecil_]

$ZETA
AI + Data + Marketing Automation platform.

Helps brands extract actionable insights from massive consumer datasets.

Why I am interested in this company?

SaaS model
Gross margins 60%+
Operating leverage improving
On track toward profitability

[amit @amitisinvesting]

$DIS

- DISNEY INVESTS $1B IN OPENAI

- OPENAI WILL LEVERAGE IP IN SORA VIDEO MODELS

- DISNEY WILL USE OPENAI’S API TO BUILD NEW PRODUCTS

- CERTAIN SORA VIDEOS WILL BE ON DISNEY+

so…Disney will allow their 100-year IP to now be leveraged into prompts for AI slop?

[Ricardo @Ric_RTP]

Netflix just KILLED Hollywood...

By pulling off the most INSANE power move of 2025.

$82.7 billion for Warner Bros, HBO, and HBO Max.

The streaming wars are officially over.

But nobody understands what actually just happened...

For YEARS, Ted Sarandos said: "We're builders, not buyers. We don't need a library."

Then three weeks ago he pulled a complete 180.

And the bidding war was brutal.

Paramount thought they had it locked. David Ellison's dad is Larry Ellison, Oracle founder, one of the richest men alive.

Paramount made THREE bids in September. All rejected. Too low.

But Ellison kept pushing.

He wanted the ENTIRE company including CNN, Discovery Channel, all the cable networks nobody else wanted.

His pitch was simple: "We have White House relationships. Regulatory approval will be easy."

For weeks, everyone thought Paramount would win.

Then Netflix entered the chat...

$27.75 per share. Mix of cash and stock. $82.7 billion total.

Paramount countered with $30 per share, all cash, backed by three Middle Eastern sovereign wealth funds.

Higher bid. More cash. Should've won.

But Netflix included something nobody saw coming:

A $5.8 BILLION breakup fee.

If Netflix walks away from this deal, they pay Warner Bros $5.8B.

Nobody puts up breakup fees that big. Ever.

It's Netflix saying "we're so confident we can fight regulators and win, we'll bet $5.8B on it."

Paramount lost their minds.

Thursday morning, Paramount's lawyers sent a 4,000-word letter to Warner Bros CEO David Zaslav.

The letter accused Warner Bros of rigging the process. Said Zaslav had "personal interests in post-transaction roles."

Translation: Zaslav wants a job at Netflix after the deal closes, so he's giving them preferential treatment.

They're literally calling it corruption.

But Netflix just sat on that $5.8B breakup fee and waited.

In the end, Warner Bros picked Netflix.

And here's the thing...

This isn't about streaming.

It's about OWNING the IP before AI makes production costs zero.

Warner Bros owns:
- Batman, Superman, Wonder Woman (entire DC Universe)
- Harry Potter (full franchise rights)
- Game of Thrones, The Sopranos, The Wire
- Friends, The Big Bang Theory

When AI video generation hits in 2-3 years, Netflix bets on "whoever owns the IP wins."

They hope to generate infinite Batman movies and Harry Potter spinoffs using AI at near-zero marginal cost.

The genius move though:

Paramount wanted ALL of Warner Bros Discovery. Including dying cable networks (CNN, TNT, TBS).

Netflix said: "We only want the studio and streaming."

They're letting Warner Bros spin off the garbage cable channels. Then buying ONLY the profitable parts.

Buy the assets. Leave the liabilities.

This deal "kills three birds with one stone" according to Bank of America:

Bird #1: Warner Bros Discovery ceases to exist as a competitor
Bird #2: HBO Max (#3 streaming platform) merges with Netflix (#1)
Bird #3: Every other studio is now officially screwed

Netflix now has:
- World's largest subscriber base (260M+)
- Second-largest content library
- The IP for infinite AI content
- HBO's prestige brand
- Warner Bros' theatrical distribution

Game over.

Anonymous Hollywood producers literally sent letters to Congress BEGGING them to block the deal.

They didn't even sign their names. Too scared of Netflix retaliation.

Senator Warren called it an "anti-monopoly nightmare."

But none of it will matter. Deal's getting approved.

What happens next?

2026: Discovery Global spins off (cable networks)
2026: Netflix acquisition closes
2027: HBO integration begins
2028: AI video generation launches
2029: AI-generated Batman and Harry Potter content

By 2030, Netflix IS Hollywood.

My take?

Thid is smart SHORT TERM. Destroys competition. Locks in IP.

But LONG TERM? When AI video hits, content libraries won't matter. Speed of generation will.

Netflix just spent $82.7B on the past instead of the future.

The next 3 years will tell us which one it is.

[amit @amitisinvesting]

$HOOD

Robinhood joins the top 500 companies in America with inclusion into the S&P 500.

Congrats to all shareholders, this is a very special moment in the company’s trajectory.

Deeply grateful to leadership & the employees for their relentless execution.

WE’RE IN!

[Cecil @InvestorCecil_]

Figma ipo’d today up over 3x from IPO price but was halted on launch.

Figma revenue 2024 1bn trading at 65x price to sales.

Market is still on degen mode.

[Cecil @InvestorCecil_]

$HOOD $112

$PLTR $155

$NVIDA $173

Great to see friends and family eating good in a bull market.

EMBRACE CAPITALISM!!

[Cecil @InvestorCecil_]

$HOOD trading at $106 before S&P 500 inclusion —

Institutional volume likely just getting started. Once officially included, passive funds must buy, and active managers may follow as it gains credibility needing to buy at these prices.

Further upside to potentially come.

[Cecil @InvestorCecil_]

$NVIDIA is at $171 and is now the most valuable company in the stock market, surpassing a $4 trillion market cap.

With U.S. restrictions easing, Nvidia is once again allowed to sell chips to China — a move that could further accelerate its revenue growth and global dominance.

[amit @amitisinvesting]

CPI COMES IN AT 2.7% YoY IN LINE WITH EXPECTATIONS OF 2.7%

CORE COMES IN AT 2.9% YoY IN LINE WITH EXPECTATIONS OF 2.9%

S&P is green

[Cecil @InvestorCecil_]

Got some Webull on margin around $13.14.

Another Fintech brokerage similar to Robinhood but on a smaller scale.

Looking to be profitable for the first time this year.

Revenue increasing slowly also.

Quant @CrobHawk has confirmed it’s a buy.

[Cecil @InvestorCecil_]

$100 HOOD🚀🚀

[Robinhood @RobinhoodApp]

Let’s tokenize.

Starting today, European investors get exposure to U.S. stocks and ETFs, powered by our new blockchain-based tokenization technology.

#RobinhoodPresents https://t.co/g2tVe86dUu

[Cecil @InvestorCecil_]

Hoodians🚀 $92 breached today.

Bullish Crypto Event Robinhood held today

Showing tokenised equities

Private stock tokens from OpenAi and SpaceX which is major tech.

EU users get Crypto Perps trading up to 3x lev

Bullish updates and continuous innovation increasing the premium for Robinhood.

#HOOD

[amit @amitisinvesting]

$HOOD

THIS MAN VLAD IS USING A CHALK BOARD TO EXPLAIN HOW THEY JUST TOKENIZED THE ENTIRE US STOCK MARKET FOR EUROPEANS WITH ZERO COMMISSIONS

SO BULLISH

[Cecil @InvestorCecil_]

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